Wealth Preservation Advisors

Welcome to the internet home of Wealth Preservation Advisors - an independent wealth management firm based in Palm Desert, CA and Prescott, AZ. Since 1973, the founder and president of Wealth Preservation Advisors, Daniel R. Lewis, has specialized in helping individuals and familes meet the unique challenges of two strategic financial areas:

Retirement Income Planning
and
Long-Term Care Crisis/Asset Protection Planning

We appreciate you taking time to explore our site and learn more about what we do. Whether you are an existing client or just browsing, our hope is that you find our site helpful and informative. If you have specific questions about how we might be able to help your specific situation, please click here.

Disclosures

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Daniel R Lewis Wealth Preservation Advisors Inc. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.